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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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PFP® Approved Under FSRA Title Regulation
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
About
Split share corporations issue these structured products to meet the investment needs of both conservative and more aggressive investors. Split shares can be a valuable addition to a portfolio, but not everyone understands them.
In this course, you will learn the main features, benefits, and risks of split shares for investors. When you have completed the course, you will be able to assess the suitability of these products for your clients’ portfolios so that you can recommend them for inclusion where appropriate.
Who should enrol?
- Investment advisors subject to CE requirements for professional development
- Financial planners subject to CE requirements for professional development
- Wealth managers subject to CE requirements for professional development
- Anyone wanting to further their knowledge of split shares
What will you learn about?
In this course, you will learn about the features of split shares and the benefits and risks to consider when deciding to invest in them.